long-term | Customer Service Solutions, Inc.

See the Customer’s Journey from Their Perspective- 7/7/26


That customer is face-to-face with you right now, and you are fielding their questions or delivering your service to them.  And oftentimes and understandably, we are so immersed in the moment that we don’t think about what came before or think enough about what comes next. But in the life Read more

Gaining the Benefits of the Greeter- 6/30/26


Most likely, we’ve all entered some establishment – a retail store, restaurant, or service center - when there is a greeter at the door.  The most famous greeter position is probably the Walmart greeter.  I often thought that my father-in-law would have been a fantastic Walmart greeter, because he Read more

Seamlessness - Why the Customer Thanked You - 6/23/26


This doesn’t happen enough nowadays, but the employee received a long thank you e-mail from the customer.  A financial services account manager had taken care of the client during a period of time that was stressful for the customer. Life was unexpectedly changing quickly, and personal emotions, additional financial responsibilities, Read more

When to Avoid the Escalation - 6/16/26


The customer calls with a complaint, and the easy thing to do is to escalate it to your supervisor. That may also be the right thing to do, but how do you know when to avoid the escalation? Why You Would Escalate The first thing to consider is why you would Read more

Let’s be Clear on Clarity - 6/9/26


When trying to manage expectations, it’s vital to be clear with the customer.  But what specifically does it mean to be “clear?” Clarity is in the eyes and ears of the beholder, so what may be clear to one customer may be unclear to another.  However, there are some basic Read more

Allow Yourself to Solve a Couple Puzzles Every Day - 6/2/26


Frank had never been a dog owner before, and when he first got Bosco at the shelter, Frank didn't really know what he was doing.  He would try to be a good parent - feed the dog, play with it, take it on walks - but he was doing Read more

Improve with a Purpose - 5/26/26


If you’re reading these customer service tips, you likely want to get better.  You want an idea, a technique, a reinforcement, or a question that helps you improve. But why improve? At some point you may waver on the commitment to improve, because it can take effort, introspection, time, and change.  Read more

Reciprocate the Thanks - 5/19/26


Jasmine had a great experience with the company, and the company sent her a link to provide an online evaluation following the visit.  So, she clicked the link, gave a rating, and made a comment about her experience. The company monitored their online reviews, saw the positive response, and replied Read more

Don’t Skip the Recap - 5/12/26


The playoff hockey game goes on for almost 3 hours.  There’s non-stop action, with plenty of penalties and takeaways and hits against the boards…and a few goals, as well. You didn’t get to watch the whole game because you had other plans, but you wanted to know what happened.  So, Read more

Finalize the Solution with the 6 Step Checklist - 5/5/26


In last week’s Tip, we showed why and how to Use the 6 Step Checklist before Resolving the Issue.  We noted the importance of taking 15 seconds to mentally walk through the Who, What, When, Where, Why, and How to feel confident that you know what’s needed to fix Read more

Familying with Customers – 10/28/25

Posted on in Customer Service Tip of the Week Please leave a comment

In our transactional society, it’s hard to think about customers in the long-term.  But if we want to be as successful as we can as an individual or as a business, we need to view customers through a relationship lens. What do we need to know about them to keep them and grow our business with them?  What if we truly viewed customers…as family?

Believe it or not, there is a word (depending on what dictionary you check) called Familying.  It is defined as:  Supporting, providing emotional or practical help to family members.

If we consider customers in a long-term relationship-oriented manner, we could define our role in a customer family as being those supporting, providing emotional or practical help to customers.

To be most effective in helping them long-term, we have to get to know them.  Let’s break down FAMILYING in terms of what we need to know to build relationships with customers:

F is for Fiscally understanding our customers.  They are customers of our business because they are spending money or resources with us.  The better we can understand their economic situation, the parameters within which they can spend money on the types of products and services we have to offer, the better we can tailor our offerings to meet their needs.

A is for understanding the customer’s Attitude and their emotions.  Some customers in the moment or in general are very emotional, and we have to be cognizant of that and address the emotions as much as the topic at-hand.  Others are less emotional, and we can deal more with them on the facts and the figures.  The better we can understand the emotions, the better we can understand how to engage them effectively.

M is for understanding their Motivators.  Why are they with us as a customer, and why could they leave?  The more we understand the reasons behind their decisions, the better chance we have of affecting their decisions to stay or to go, to spread positive or negative word-of-mouth.

The ILY is embedded in understanding our customer’s fiscally, attitudinally, and motivationally.

The ING in FAMILYING with customers is the ING I’ve brought up a few times before in these tips. The better we understand their Issues, Needs, and Goals, the better we can help them resolve their Issues, address their Needs, and support them in achieving their Goals.

To develop a long-term relationship with customers, get to know them Fiscally, Attitudinally, Motivationally, and what are their Issues, Needs, and Goals.  Start with a little FAMILYING.

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